Treasury Management

Wise Consulting supports both banks and their customers as power users of bank systems

We specialize in synchronized accounting systems with bank services. In doing so, we become heavy users of the bank’s platform, and can assist in setting up and connecting bank feed APIs. This helps to streamline data flows so that reconciliation is a breeze.

Furthermore, when bank customers require ACH, or wires, we work directly with the bank to ensure your products are aligned on their treasury management platform.

Empowering Treasury Management Staff

  • Assisting your clients with online bank setup
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  • Setting up users
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  • Adjusting profiles and services
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  • Setting up and utilizing ACH services
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  • Resolving technology challenges across Bank and Accounting platforms
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Start with a Financial Assessment of Your Clients

If you are a treasury management banker and need assistance with a client, contact us for a consultation